Trust Accounting Administration

Created by Allison Cloyd, Modified on Tue, 03 Jan 2023 at 06:26 PM by Robert Butler

This article described where you can find your trust accounting administration screen and what you can configure from this screen. 

 

The trust accounting administration can be found by going to Admin > Trust Accounting. 

On this screen you will find the following sections. 

 

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Regional trust setting (plug-in)

If you are ever asked waht trust regional setting or trust plug-in you have enabled this is where you find it. 

 

Matter Types

This is where you enable trust accounting in relation to matter types. If a matter type requires trust acconting enabled, for example, conveyancing or real estate then you woudl enable it here. For more information see: Trust Account - Add Matter Types

 

Bank Accounts

This is where we enter the details of all trust bank accounts held by the firm. More information here: Configuring Trust Bank Accounts

 

Linked System Accounts

This is where you are able to change linked GL accounts if this differs from the default that Actionstep automatically links. For more information: System Accounts

 

Bulk import specifications

Actionstep gives you the ability to upload trust transactions in bulk through the import receipts or import payments functions, both found under the trust menu. For more information: Importing Trust Transactions

 

Additional Settings

To edit overrides, deposit slips settings, default payment methods, reason for payment, trust statement settings and trust lock-out date. For more information: Additional Settings

 

Related Articles:

- Trust Accounting Reports and Permissions

- Trust Transfers